Real-time reports that drive better decisions
Balance sheet, profit and loss, trial balance and custom dashboards, always up to date, always one click away.
Try Holded free for 14 days. No credit card required.
How financial reports work
From data entry to shareable insights in three steps
Data auto-collected
Every invoice, expense and bank movement feeds into your reports automatically. No manual data entry required.
Reports generated instantly
Holded generates your balance sheet, P&L, journal and trial balance in real time as transactions are recorded.
Share and export
Download reports in Excel or PDF, or share a live link with your accountant so they always see the latest numbers.
Core financial statements
Real-time balance sheet and P&L
Your balance sheet and profit and loss statement update automatically with every transaction. No more waiting for month-end closes to see where your business stands.
Always up to date
Reports reflect every recorded transaction in real time. Open your balance sheet at any moment and see the current state of your business.
Drill into any line
Click on any account balance to see the underlying journal entries. Trace every number back to its source document.
Multi-dimensional analysis
Analytical tags for deeper insights
Tag transactions by project, department, cost centre or any custom dimension. Then slice your reports by those tags to understand profitability at every level.
Unlimited dimensions
Create as many analytical tag groups as you need: by department, project, location or product line. Apply multiple tags to a single entry.
Tag-based P&L
Generate a profit and loss statement filtered by any tag. See exactly how much revenue and cost each project or department generates.
Dashboards and custom reports
Powerful tools to visualise and analyse your financial data
KPI dashboards
Track revenue, expenses, margins and cash flow on visual dashboards with charts and gauges. See trends at a glance.
Custom report builder
Build tailored reports with the columns, filters and groupings you need. Save templates and reuse them every month.
Period comparison
Compare any two periods side by side · month vs month, quarter vs quarter or year vs year · with absolute and percentage variance.
Export and collaborate
Share reports with your accountant in one click
Export any report to Excel or PDF, or generate a shareable link that gives your accountant read-only access to live data.
Excel and PDF export
Download any report in xlsx or PDF format with a single click. Formatting is preserved so reports are ready to present.
Shareable live links
Send your accountant a secure link to view reports in real time. They see the latest numbers without needing a Holded account.
Reporting that saves time
30+
Built-in financial report templates
< 1 min
Time to generate any report
100%
Real-time data accuracy
More reporting capabilities
Advanced features for complete financial visibility
Drill-down navigation
Click on any figure to drill down into the underlying entries. Go from summary to detail in seconds.
Multi-company consolidation
Consolidate financial statements across multiple companies or business units into a single unified report.
Scheduled reports
Set up automatic report delivery by email. Receive your key reports daily, weekly or monthly without lifting a finger.
API access
Pull financial data via API to feed your BI tools, custom dashboards or data warehouse.
Frequently asked questions about financial reports
Yes. Every report in Holded reflects the latest recorded transactions. There is no batch processing or overnight refresh: your balance sheet, P&L and trial balance are always current.
Absolutely. The custom report builder lets you choose columns, filters, groupings and sort order. Save your configuration as a template and reuse it whenever you need.
You can export any report to Excel (xlsx) or PDF. Excel exports include all underlying data and formulas, while PDF exports are formatted for presentation and printing.
Yes. You can generate a secure, read-only shareable link for any report. Your accountant can view the latest data without needing their own Holded account.
Yes. If you manage multiple companies in Holded, you can consolidate their financial statements into unified reports for a group-level view of your business.